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SaaS & Enterprise Software

Software as a service sells business applications by subscription, trading a large upfront licence for predictable recurring revenue. Keeping and growing existing customers matters more to the investment case than winning new ones.

266 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
451	Foresters Investment Management New York	$187M	-$30.5M	9	3.8%	Reduced
452	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$187M	-$25.2M	9	7.37%	Reduced
453	Confluence Investment Management St. Louis, Missouri	$184M	+$1.26M	5	6.03%	Increased
454	Dorsal Capital Management Redwood City, California	$183M	+$14.8M	4	15.89%	Increased
455	AIM Assured Investment Management New York	$181M	+$28.1M	24	3.17%	Increased
456	Tiger Global Management New York	$181M	+$63.4M	6	1.46%	Increased
457	Glenview Capital Management New York	$180M	-$311M	1	1.02%	Reduced
458	DCM Daruma Capital Management New York	$180M	-$15.3M	3	10.79%	Reduced
459	ROIC Route One Investment Company San Francisco, California	$180M	-$18.3M	1	10.97%	Reduced
460	BA Boston Advisors Boston, Massachusetts	$180M	+$74.7M	14	4.21%	Increased
461	Cambiar Investors Denver, Colorado	$180M	+$2.77M	4	2.59%	Increased
462	CCM Cornerstone Capital Management Edina, Minnesota	$179M	+$35.7M	3	7.33%	Increased
463	OMERS Administration Corp Toronto, Ontario, Canada	$178M	+$36.5M	13	4.61%	Increased
464	AAM Ardevora Asset Management London, United Kingdom	$178M	+$93.2M	9	11.79%	Increased
465	GAM GVO Asset Management Zug, Switzerland	$178M	-$4.75M	1	18.35%	Reduced
466	Truist Financial Charlotte, North Carolina	$177M	-$8.67M	24	4.59%	Reduced
467	CAM ClariVest Asset Management San Diego, California	$177M	-$24.8M	20	5%	Reduced
468	RC RGM Capital Naples, Florida	$177M	-$12.4M	5	23.07%	Reduced
469	HI Honeywell International Charlotte, North Carolina	$176M	-$4.3M	5	4.44%	Reduced
470	LT Lindsell Train London, United Kingdom	$175M	+$677K	1	10.51%	Increased
471	Crawford Investment Counsel Atlanta, Georgia	$174M	+$27.8M	10	7.68%	Increased
472	Norinchukin Bank Tokyo, Japan	$172M	-$10.9M	15	4.36%	Reduced
473	Commonwealth Equity Services Waltham, Massachusetts	$171M	+$5.69M	31	1.62%	Increased
474	CAM Capstone Asset Management Houston, Texas	$170M	-$1.58M	45	4.89%	Reduced
475	BB&T Securities Richmond, Virginia	$169M	-$67.4M	22	3.54%	Reduced